ACA

Atlas Capital Advisors Portfolio holdings

AUM $819M
1-Year Est. Return 20%
This Quarter Est. Return
1 Year Est. Return
+20%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$326M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
516
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$7.94M
3
+$7.74M
4
VPL icon
Vanguard FTSE Pacific ETF
VPL
+$7M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$6.07M

Top Sells

No sells this quarter

Sector Composition

1 Technology 9.86%
2 Financials 9.5%
3 Healthcare 7.83%
4 Consumer Staples 5.79%
5 Industrials 4.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.18M 0.36%
+29,682
77
$1.17M 0.36%
+47,384
78
$1.16M 0.36%
+38,723
79
$1.15M 0.35%
+6,864
80
$1.14M 0.35%
+47,618
81
$1.13M 0.35%
+8,095
82
$1.12M 0.34%
+30,762
83
$1.11M 0.34%
+138,954
84
$1.1M 0.34%
+54,000
85
$1.09M 0.34%
+138,354
86
$1.09M 0.33%
+18,220
87
$1.09M 0.33%
+13,626
88
$1.06M 0.33%
+93,059
89
$1.03M 0.32%
+5,450
90
$1.02M 0.31%
+16,756
91
$1.01M 0.31%
+57,258
92
$1M 0.31%
+14,880
93
$999K 0.31%
+12,270
94
$992K 0.3%
+35,581
95
$976K 0.3%
+21,751
96
$973K 0.3%
+13,294
97
$970K 0.3%
+5,987
98
$954K 0.29%
+4,413
99
$932K 0.29%
+1,721
100
$930K 0.29%
+5,765
2 3
4
5 6